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Sargent Bickham Lagudis’s Emerson Electric EMR Stock Holding History

Sargent Bickham Lagudis’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$786K Sell
8,182
-79
-1% -$7.1K 0.06% 148
2022
Q3 		$604K Sell
8,261
-425
-5% -$35.3K 0.05% 154
2022
Q2 		$691K Buy
8,686
+146
+2% +$12.9K 0.06% 157
2022
Q1 		$838K Buy
8,540
+804
+10% +$76.1K 0.07% 150
2021
Q4 		$719K Sell
7,736
-442
-5% -$41.6K 0.05% 151
2021
Q3 		$770K Buy
8,178
+1,230
+18% +$123K 0.06% 140
2021
Q2 		$669K Buy
6,948
+3,185
+85% +$299K 0.05% 147
2021
Q1 		$339K Buy
3,763
+1,095
+41% +$94.2K 0.03% 188
2020
Q4 		$214K Buy
2,668
+297
+13% +$22.1K 0.02% 228
2020
Q3 		$155K Buy
2,371
+284
+14% +$18.7K 0.02% 241
2020
Q2 		$129K Buy
2,087
+6
+0.3% +$341 0.01% 246
2020
Q1 		$99K Buy
2,081
+13
+0.6% +$856 0.01% 256
2019
Q4 		$158K Buy
2,068
+151
+8% +$10.9K 0.02% 229
2019
Q3 		$128K Buy
1,917
+209
+12% +$13.1K 0.02% 230
2019
Q2 		$114K Sell
1,708
-50
-3% -$3.35K 0.01% 263
2019
Q1 		$120K Buy
1,758
+374
+27% +$24.6K 0.01% 262
2018
Q4 		$83K Sell
1,384
-848
-38% -$57.2K 0.01% 296
2018
Q3 		$171K Buy
2,232
+86
+4% +$6.34K 0.02% 219
2018
Q2 		$148K Sell
2,146
-509
-19% -$35.8K 0.02% 234
2018
Q1 		$181K Sell
2,655
-441
-14% -$31.4K 0.02% 216
2017
Q4 		$216K Sell
3,096
-532
-15% -$34.5K 0.03% 207
2017
Q3 		$228K Sell
3,628
-1,154
-24% -$69.6K 0.03% 205
2017
Q2 		$285K Buy
4,782
+145
+3% +$8.6K 0.04% 174
2017
Q1 		$278K Buy
4,637
+237
+5% +$14.1K 0.04% 177
2016
Q4 		$245K Sell
4,400
-342
-7% -$18.4K 0.04% 181
2016
Q3 		$259 Buy
4,742
+980
+26% +$52.5K 0.04% 184
2016
Q2 		$196K Buy
3,762
+2,360
+168% +$125K 0.03% 206
2016
Q1 		$76K Buy
+1,402
New +$67.6K 0.01% 302

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sargent Bickham Lagudis's EMR Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Emerson Electric (EMR) stake by 0.96% in Q4 2022, selling an estimated $7.1K and leaving 8,182 shares worth $786K. The position accounts for 0.06% of the portfolio, ranked #148.

Sargent Bickham Lagudis first reported a position in EMR in Q1 2016 and has held it in 28 quarters since. The position peaked at $838K in Q1 2022. 1,794 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

  • Sargent Bickham Lagudis held 8,182 shares of Emerson Electric worth $786K as of Q4 2022.
  • Sargent Bickham Lagudis sold 79 Emerson Electric shares in Q4 2022, an estimated $7.1K.
  • Emerson Electric made up 0.06% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #148 holding.
  • Sargent Bickham Lagudis first reported a position in Emerson Electric in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Emerson Electric position peaked at $838K in Q1 2022.
  • 1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.